Parts Purchasing Management

Many ServiceTrade users find parts purchasing at the heart of their customer service workflow. To give your customer a great experience, you have to know what parts you need to buy, from whom you can buy them, and (once you've ordered them) when they'll arrive.

Before today, you may have kept track of your jobs that had a parts purchasing requirement with a tag (such as 'PartsOnOrder' or 'WaitingOnParts'). However, that workflow was error-prone and didn't handle details such as expected delivery dates.

You can now add your parts vendors to ServiceTrade. Once they are added, you can not only indicate the parts vendor that you want to use for each job item, but also keep track of the purchase order, the current state of the item (not yet ordered, ordered, or received), and the delivery date for each item.

Using this information, you can then search for jobs that have any parts that need to be ordered, jobs with parts that have been ordered but not yet received, jobs with parts that are overdue for delivery, and jobs for which all parts have been received (and are now ready for scheduling).

QuickBooks Online Classes

You can now use ServiceTrade to organize your invoice line item data in QuickBooks Online using classes. These classes then allow you to create more fine-grained reports in QuickBooks to analyze your financial performance.

Invoice Item Service Line: each QuickBooks invoice item's class will be mapped to the name of the service line associated with the ServiceTrade invoice item ("Fire Suppression", "Commercial Plumbing", etc)

IMPORTANT: You must enable class mapping in QuickBooks Online to make use of this feature. See the help documentation for your version of QuickBooks Online for more information on enabling classes. The class names that you choose in QuickBooks must exactly match the job type, service line, or item type in ServiceTrade. Only top-level QuickBooks classes are supported, not sub-classes.

Location Page Region Assignments

External IDs on Job Paperwork

ServiceTrade's blank paperwork feature now supports external IDs for the following entities:

Job

Job Location

Job Customer

For instance, if you have an external system named 'custdb', then the field name for your job's external ID in the 'custdb' system would be servicetrade_job_custdb_id, the field name for your job's location's external ID would be servicetrade_location_custdb_id, and the field name for your job's customer's external ID would be servicetrade_customer_custdb_id.

Additional Job Types

This release includes three additional job types:

Replacement

Design

Hookup

To adjust the job types that are enabled in your account, click on your user avatar in the upper-right corner of the screen and choose 'Account Settings', then select your desired job types in the 'Job Types' section.